Beyond Spreadsheets: Managing Endowed and Restricted Funds

Managing endowed and restricted funds often means piecing together spreadsheets, accounting exports, fund agreements, and manual calculations. As the number and complexity of funds grow, it becomes harder to maintain accuracy, apply policies consistently, and quickly answer questions from leadership, development teams, and auditors.

Join us for a practical look at how finance teams can move beyond disconnected spreadsheets and build a more organized, reliable approach to fund management. We’ll share best practices for managing fund information, spending policies, recurring workflows, and reporting, followed by a live demonstration of Balance by EverTrue.

What You’ll Walk Away With

• Best practices for organizing endowed and restricted fund information
• Ways to apply spending policies consistently and reduce manual calculations
• Ideas for moving recurring fund-management work beyond spreadsheets
• A clearer approach to reporting, compliance, and year-round audit readiness
• A live look at how these practices come together in Balance

Whether spreadsheets are still central to your process or you’re exploring a more dedicated solution, join us for practical ideas to help you manage funds with greater accuracy and confidence.